Videos - Canada

In our December 2018 release, Planned Withdrawals has been added as new screen in Voyant Adviser for use in scheduling future withdrawals from investments, pensions, and savings . Watch this video to learn about this new screen and other important updates related to managing withdrawals.

Using the new Planned Withdrawals screen, you can schedule withdrawals from multiple accounts in one fell swoop, set an account-by-account liquidation schedule, and easily schedule one-off withdrawals. UK advisers now have the option to choose either UFPLS or flexible access drawdown income from money purchases. Plus many more improvements related to planned withdrawals and withdrawal limits expanded upon here.

If you weren’t setting withdrawals before, you are not required to set them up now. Voyant will continue to take withdrawals as needed from liquid assets to fill any gaps in future income. But if you want to take a more hands-on approach to setting your clients’ future income strategy, the new Planned Withdrawals screen is a powerful tool to help you do so.

In this video of our live webinar, Claire Evans introduces AdviserGo, our web based companion software to Voyant Adviser. This lean, modern planning tool can be used on any advice, including all manner of tablets that run the latest release of a standard browser. In this presentation we tour the software's features and capabilities.

Our February 2018 release includes major improvements to the handling of events in AdviserGo. This video provides a comprehensive overview to how events are added to the timeline, edited, and tools for presenting them to your clients.

This recorded version of our live weekly introductory webinar presents a comprehensive introduction to Voyant Adviser, including the software's charts, screens, simulations, what-if scenarios, overviews, reports, and more. Voyant's new tablet-friendly application, AdviserGo, is also featured and we will show you how to contact our support staff, where to register for a free trial of the software, and where to find other resources on our website.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Also Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

This recorded version of our live retirement income webinar shows how to use Voyant Adviser to model and help your clients understand the options open to them for funding their retirement and in doing so, devise and demonstrate tax efficient retirement strategies. In this webinar we demonstrate how to present and illustrate planning scenarios related to retirement to aid a collaborative financial planning process with your clients.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Irish software, which is designed to model retirement plan and pension rules for Canada.

Also Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

In this recorded version of our live protection planning webinar we show how Voyant Adviser can be used to help your clients understand their possible need for life, critical illness, and income protection. We also demonstrate how to use the software's simulations and what-if scenarios to stress test client cases for adequate levels of protection, identify the amount of additional cover that might be needed, as well as the minimum term that may be necessary on any recommended coverage.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Also Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

In this recorded version of our live estate planning webinar we present many of the features in Voyant Adviser that relate to estate planning. Learn how to set up estate plans for your clients and where to view their planned estate distributions together with the software's inheritance tax calculations. See how to build what-if scenarios and run simulations in order to demonstrate to clients the value of tax efficient estate planning.

Please note, although it is the UK release of Voyant Adviser that we present in this video, most of the features shown and concepts presented work in a similar manner in our Canadian software.

Also Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

In this recorded version of our live investment risk webinar, discover how Voyant Adviser can help you to have meaningful discussions with your clients around important planning areas related to investment risk, especially in decumulation strategies. Learn how the software can be used to illustrate sequential risk and the potential impact of a market disturbance.

Topics presented include options for modelling future investment growth in Voyant (fixed growth rates vs. asset allocations) and the software's risk related simulations are presented including the Performance slider, the Historic and Monte Carlo simulations, Major Loss, and the Investment Return Rate Need Analyser. This presentation also touches upon Voyant's integration with FinaMetrica's risk profiling service.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Also Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

In this recorded version of our live professional connections webinar, learn how Voyant can help you to develop connections with professional firms such as accountants and solicitors. Three case studies are examined: the first addresses the long term planning needs of a business owner and partner, another is a Court of Protection / personal accident case, and the third a divorce case.

Please note, although it is the UK release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Also Note: For a complete table of contents with section links, click "show more" on this video's YouTube page.

Stephen Browne of Voyant Ireland shows how to use Voyant Adviser to analyse a client's financial plan for the possible need for critical coverage in cases of disability (income protection) and critical illness (CIC).

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

If your client has no red on their Let’s See chart they are very likely to end up with some liquid assets at the end of their plan. Stephen Browne of Voyant Ireland shows how to calculate how much extra your client could have spent without running out of money at any point. As they say life’s not a rehearsal!

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Learn how to create what-if planning scenarios modelling an earlier than assumed mortality using Voyant's new replacement Mortality events. Using these events, an individual's mortality can be positioned anywhere on the timeline with a simple drag and drop. Convenient for the creation of life insurance need and estate planning scenarios.

Voyant's Loss Capacity / Market Crash simulator is a simple to use and very powerful simulation. Advisers enter in a market downturn event similar to recent market events and see the effects visually on a client's portfolio.

Downsize or Upsize a Home

Learn how to model the future downsizing of a home in a what-if planning scenario.

In our example, the Christie family is considering downsizing their home when they retire. They want to sell their current residence in ten years, pay off any balance remaining on their mortgage and purchase a home of lesser value. Any remaining proceeds might then be used for travel and other plans they have for their active retirement.

Stephen Browne of Voyant Ireland shows how to use the sweep feature in Voyant Adviser to send monies automatically from cash to other accounts.

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Voyant Adviser by default assumes that habitual surplus cash is spent and not saved. Stephen Browne of Voyant Ireland shows how to save this surplus and then re-invest it into an investment account.

Please note, although it is the Irish release of Voyant Adviser that we present in this video, practically all of the features shown and concepts presented work in precisely the same manner in our Canadian software.

Learn how the planning year is set in Voyant, how to change it, and how to run a general update of a plan when performing an annual client review. We will also demonstrate how updated base plans can be used to track client progress.

Learn about Voyant’s integration with FinaMetrica, offering access to their award winning risk profiling solution in Voyant Adviser as a bolt-on service.

Promotional videos

Two promotional videos are currently available to help demonstrate the value of using Voyant with your clients.

Video 1 - Illustrates the planning needs of a young couple with children as they plan for retirement and other major milestones such as starting a business, their daughter's wedding and her years at university.

Video 2 - Shows the changing concerns of this couple as they near retirement.

Both videos are available for promotional purposes and are designed to be used in any market. If you wish to add these videos to your firm's website, the embedding code is available on each video's YouTube page.